We are very pleased to have Wayne join our team," said Vitucci. He brings more than two decades of solid experience as a Financial Advisor and Wealth Coach.
Walnut Creek, CA (PRWEB) January 16, 2012
Wayne Potter has joined Vitucci & Associates, a Bay Area Independent Financial Advisory firm headed by Pat Vitucci. The announcement was made recently by Pat Vitucci.
"We are very pleased to have Wayne join our team," said Vitucci. "He brings more than two decades of solid experience as a Financial Advisor and Wealth Coach. His expertise is in overseeing and coordinating the financial affairs of a select group of clients in the Bay Area and beyond."
Wayne Potter has a Master's Degree from Northern Arizona University and several industry designations. He has been a long time member of the Financial Planning Association (FPA) and the International Association of Registered Financial Consultants (IARFC).
He and his wife, Vicki, live in Benicia and enjoy spending time with their family, especially their four grandchildren, who live and work in the area as well.
Pat Vitucci provides financial advice for several radio and television stations and hosts his own hour-long radio show called “Your Financial Life.” He conducts seminars on various financial topics throughout the Bay Area, sometimes in conjunction with other industry professionals, and has lectured at many organizations, both civic and fraternal, and at numerous corporate-sponsored events.
Pat’s mantra—“Don’t Invest And Forget”—is not only the title of his recent book, but reflects his approach to managing investments with an active asset allocation method of continually evaluating and redeploying clients’ portfolios based upon changing market conditions.
Pat Vitucci has been an active leader in the financial services industry for more than 30 years. He has served in various capacities in his corporate life, including as President of Broker Relations and President of a subsidiary of a major financial corporation. He lives in Alamo and was educated at, Monmouth University in New Jersey where he earned a Bachelor of Science Degree in Economics.
Security and advisory services offered through National Planning Corporation (NPC), member FINRA, SIPC and a Registered Investment Advisor. Vitucci &Associates and NPC are separate and unrelated companies. 59534